Automatic Assessments

Adam_Michies
Tera Contributor

Does someone know how i could make it so that an assessable record is automatically assigned to someone when it is created ? I'm trying to assess records automatically and the only way i found is by manually assigning their corresponding assessable record but is there a way to do that automatically once it's created ?

6 REPLIES 6

Anand Kumar P
Giga Patron
Giga Patron

Hi @Adam_Michies ,

You can write an after insert buisness rule on the table which record is creating and provide conditions by Go to "System Definition" -> "Business Rules"-->New

(function executeRule(current, previous /*null when async*/) {
    var assignedToUserSysID = 'user_sys_id_toauto_autoassignuser';
    current.assigned_to = assignedToUserSysID;
})(current, previous);

Please mark it as Solution Proposed and Helpful if it works for you.

Thanks,

Anand



Hi @Anand Kumar P ,

I tried what you told me but it doesn't seem to have worked do you have any idea why ?

 

Thanks,

Adam

Hi @Adam_Michies ,
In script you have to update with user sys_id.

(function executeRule(current, previous /*null when async*/) {
    var assignedToUserSysID = '62826bf03710200044e0bfc8bcbe5df1';//sys_id of user go to sys_user.LIST and open user you want to populate and copy sys_id and paste in above line
    current.assigned_to = assignedToUserSysID;
})(current, previous);

(or)

Remove script in advanced and update action tab like below with user you want to populate.

AnandKumarP_0-1696837222475.png

 

Thanks,

Anand

Hi @Anand Kumar P  ,

assessable record table doesn't seem to have a "Assigned to" field, do you have any idea how i'm supposed to do it ?

 

Thanks,

Adam